PHEQ
Parametric Hedged Equity ETF
📎 Investment Objective
The Parametric Hedged Equity ETF (PHEQ) seeks to provide long-term capital appreciation while seeking to manage downside risk through the use of hedging strategies.
Overview
ETF tracking Parametric Hedged Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Parametric Hedged Equity ETF (PHEQ) seeks to provide long-term capital appreciation while seeking to manage downside risk through the use of hedging strategies.
🎯 Investment Strategy
PHEQ invests in a portfolio of U.S. equities and employs options-based hedging strategies to help mitigate downside risk. The fund's managers aim to generate positive returns in a variety of market environments by dynamically adjusting the hedge positions based on market conditions.
✨ Key Features
- Actively managed fund that seeks to provide equity exposure with downside protection
- Utilizes options-based hedging strategies to help manage risk
- Aims to generate positive returns in both rising and falling markets
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The fund's value will fluctuate with changes in the broader equity market
- Hedging risk: The hedging strategies employed may not be effective in protecting against losses
- Liquidity risk: The fund may have difficulty trading certain derivatives or other instruments
- Operational risk: The fund is subject to risks related to human error, system failures, and cybersecurity
👤 Best For
PHEQ may be suitable for investors seeking equity exposure with a focus on managing downside risk, particularly those with a moderate to high risk tolerance and a longer-term investment horizon. However, the fund's limited performance history means it may not be appropriate for all investors.
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